Speer Financial Inc.
Plan context: Speer Financial Inc. 401(K) Profit Sharing Plan
EIN 36-2515109 • Chicago, IL • 58 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$6,452,285
2024 Contributions
$126,284
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 14 | $6,452,285 | $126,284 | $9,020iApproximate average salary by contribution assumption: employee only about $225,507 at 4% or $150,338 at 6%; with 50% employer match about $150,338 at 4% or $100,225 at 6%; with 100% employer match about $112,754 at 4% or $75,169 at 6%. |
| Speer Financial Inc. 401(K) Profit Sharing Plan | - | 13 | $4,642,050 | $126,284 | $9,714iApproximate average salary by contribution assumption: employee only about $242,854 at 4% or $161,903 at 6%; with 50% employer match about $161,903 at 4% or $107,935 at 6%; with 100% employer match about $121,427 at 4% or $80,951 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 14 | $1,810,235 | - | - |
| 2023 | 2 | 13 | $5,845,290 | $158,221 | $12,171iApproximate average salary by contribution assumption: employee only about $304,271 at 4% or $202,847 at 6%; with 50% employer match about $202,847 at 4% or $135,232 at 6%; with 100% employer match about $152,136 at 4% or $101,424 at 6%. |
| Speer Financial Inc. 401(K) Profit Sharing Plan | - | 13 | $4,051,745 | $158,221 | $12,171iApproximate average salary by contribution assumption: employee only about $304,271 at 4% or $202,847 at 6%; with 50% employer match about $202,847 at 4% or $135,232 at 6%; with 100% employer match about $152,136 at 4% or $101,424 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 13 | $1,793,545 | - | - |
| 2022 | 2 | 15 | $5,302,752 | $263,490 | $17,566iApproximate average salary by contribution assumption: employee only about $439,150 at 4% or $292,767 at 6%; with 50% employer match about $292,767 at 4% or $195,178 at 6%; with 100% employer match about $219,575 at 4% or $146,383 at 6%. |
| Speer Financial Inc. 401(K) Profit Sharing Plan | - | 15 | $3,421,528 | $196,787 | $13,119iApproximate average salary by contribution assumption: employee only about $327,978 at 4% or $218,652 at 6%; with 50% employer match about $218,652 at 4% or $145,768 at 6%; with 100% employer match about $163,989 at 4% or $109,326 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 15 | $1,881,224 | $66,703 | $4,447iApproximate average salary by contribution assumption: employee only about $111,172 at 4% or $74,114 at 6%; with 50% employer match about $74,114 at 4% or $49,410 at 6%; with 100% employer match about $55,586 at 4% or $37,057 at 6%. |
| 2021 | 2 | 14 | $5,674,716 | $473,049 | $33,789iApproximate average salary by contribution assumption: employee only about $844,730 at 4% or $563,154 at 6%; with 50% employer match about $563,154 at 4% or $375,436 at 6%; with 100% employer match about $422,365 at 4% or $281,577 at 6%. |
| Speer Financial Inc. 401(K) Profit Sharing Plan | - | 14 | $3,918,969 | $198,049 | $14,146iApproximate average salary by contribution assumption: employee only about $353,659 at 4% or $235,773 at 6%; with 50% employer match about $235,773 at 4% or $157,182 at 6%; with 100% employer match about $176,829 at 4% or $117,886 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 14 | $1,755,747 | $275,000 | $19,643iApproximate average salary by contribution assumption: employee only about $491,071 at 4% or $327,381 at 6%; with 50% employer match about $327,381 at 4% or $218,254 at 6%; with 100% employer match about $245,536 at 4% or $163,690 at 6%. |
| 2020 | 2 | 15 | $8,224,334 | $380,742 | $25,383iApproximate average salary by contribution assumption: employee only about $634,570 at 4% or $423,047 at 6%; with 50% employer match about $423,047 at 4% or $282,031 at 6%; with 100% employer match about $317,285 at 4% or $211,523 at 6%. |
| Speer Financial Inc. 401(K) Profit Sharing Plan | - | 15 | $6,524,597 | $130,742 | $8,716iApproximate average salary by contribution assumption: employee only about $217,903 at 4% or $145,269 at 6%; with 50% employer match about $145,269 at 4% or $96,846 at 6%; with 100% employer match about $108,952 at 4% or $72,634 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 14 | $1,699,737 | $250,000 | $17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%. |
| 2019 | 2 | 19 | $8,596,155 | $292,916 | $15,417iApproximate average salary by contribution assumption: employee only about $385,416 at 4% or $256,944 at 6%; with 50% employer match about $256,944 at 4% or $171,296 at 6%; with 100% employer match about $192,708 at 4% or $128,472 at 6%. |
| Speer Financial Inc. 401(K) Profit Sharing Plan | - | 19 | $6,868,536 | $142,916 | $7,522iApproximate average salary by contribution assumption: employee only about $188,047 at 4% or $125,365 at 6%; with 50% employer match about $125,365 at 4% or $83,577 at 6%; with 100% employer match about $94,024 at 4% or $62,682 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 17 | $1,727,619 | $150,000 | $8,824iApproximate average salary by contribution assumption: employee only about $220,588 at 4% or $147,059 at 6%; with 50% employer match about $147,059 at 4% or $98,039 at 6%; with 100% employer match about $110,294 at 4% or $73,529 at 6%. |
| 2018 | 2 | 16 | $7,833,437 | $217,552 | $13,597iApproximate average salary by contribution assumption: employee only about $339,925 at 4% or $226,617 at 6%; with 50% employer match about $226,617 at 4% or $151,078 at 6%; with 100% employer match about $169,963 at 4% or $113,308 at 6%. |
| Speer Financial Inc. 401(K) Profit Sharing Plan | - | 16 | $5,742,801 | $132,552 | $8,285iApproximate average salary by contribution assumption: employee only about $207,113 at 4% or $138,075 at 6%; with 50% employer match about $138,075 at 4% or $92,050 at 6%; with 100% employer match about $103,556 at 4% or $69,038 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 16 | $2,090,636 | $85,000 | $5,313iApproximate average salary by contribution assumption: employee only about $132,813 at 4% or $88,542 at 6%; with 50% employer match about $88,542 at 4% or $59,028 at 6%; with 100% employer match about $66,406 at 4% or $44,271 at 6%. |
| 2017 | 2 | 16 | $8,040,324 | $332,027 | $20,752iApproximate average salary by contribution assumption: employee only about $518,792 at 4% or $345,861 at 6%; with 50% employer match about $345,861 at 4% or $230,574 at 6%; with 100% employer match about $259,396 at 4% or $172,931 at 6%. |
| Speer Financial Inc. 401(K) Profit Sharing Plan | - | 16 | $5,922,206 | $177,027 | $11,064iApproximate average salary by contribution assumption: employee only about $276,605 at 4% or $184,403 at 6%; with 50% employer match about $184,403 at 4% or $122,935 at 6%; with 100% employer match about $138,302 at 4% or $92,202 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 15 | $2,118,118 | $155,000 | $10,333iApproximate average salary by contribution assumption: employee only about $258,333 at 4% or $172,222 at 6%; with 50% employer match about $172,222 at 4% or $114,815 at 6%; with 100% employer match about $129,167 at 4% or $86,111 at 6%. |
| 2016 | 2 | 16 | $8,411,335 | $269,828 | $16,864iApproximate average salary by contribution assumption: employee only about $421,606 at 4% or $281,071 at 6%; with 50% employer match about $281,071 at 4% or $187,381 at 6%; with 100% employer match about $210,803 at 4% or $140,535 at 6%. |
| Speer Financial Inc. 401(K) Profit Sharing Plan | - | 16 | $6,097,655 | $169,828 | $10,614iApproximate average salary by contribution assumption: employee only about $265,356 at 4% or $176,904 at 6%; with 50% employer match about $176,904 at 4% or $117,936 at 6%; with 100% employer match about $132,678 at 4% or $88,452 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 15 | $2,313,680 | $100,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2015 | 2 | 19 | $8,019,748 | $248,714 | $13,090iApproximate average salary by contribution assumption: employee only about $327,255 at 4% or $218,170 at 6%; with 50% employer match about $218,170 at 4% or $145,447 at 6%; with 100% employer match about $163,628 at 4% or $109,085 at 6%. |
| Speer Financial Inc. 401(K) Profit Sharing Plan | - | 19 | $5,773,309 | $173,714 | $9,143iApproximate average salary by contribution assumption: employee only about $228,571 at 4% or $152,381 at 6%; with 50% employer match about $152,381 at 4% or $101,587 at 6%; with 100% employer match about $114,286 at 4% or $76,190 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 19 | $2,246,439 | $75,000 | $3,947iApproximate average salary by contribution assumption: employee only about $98,684 at 4% or $65,789 at 6%; with 50% employer match about $65,789 at 4% or $43,860 at 6%; with 100% employer match about $49,342 at 4% or $32,895 at 6%. |
| 2014 | 2 | 20 | $7,601,732 | $269,979 | $13,499iApproximate average salary by contribution assumption: employee only about $337,474 at 4% or $224,983 at 6%; with 50% employer match about $224,983 at 4% or $149,988 at 6%; with 100% employer match about $168,737 at 4% or $112,491 at 6%. |
| Speer Financial Inc. 401(K) Profit Sharing Plan | - | 19 | $5,568,583 | $219,979 | $11,578iApproximate average salary by contribution assumption: employee only about $289,446 at 4% or $192,964 at 6%; with 50% employer match about $192,964 at 4% or $128,643 at 6%; with 100% employer match about $144,723 at 4% or $96,482 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 20 | $2,033,149 | $50,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2013 | 2 | 18 | $7,090,942 | $317,845 | $17,658iApproximate average salary by contribution assumption: employee only about $441,451 at 4% or $294,301 at 6%; with 50% employer match about $294,301 at 4% or $196,201 at 6%; with 100% employer match about $220,726 at 4% or $147,150 at 6%. |
| Speer Financial Inc. 401(K) Profit Sharing Plan | - | 18 | $5,059,027 | $217,845 | $12,103iApproximate average salary by contribution assumption: employee only about $302,563 at 4% or $201,708 at 6%; with 50% employer match about $201,708 at 4% or $134,472 at 6%; with 100% employer match about $151,281 at 4% or $100,854 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | - | $2,031,915 | $100,000 | - |
| 2012 | 2 | 17 | $6,947,393 | $310,028 | $18,237iApproximate average salary by contribution assumption: employee only about $455,924 at 4% or $303,949 at 6%; with 50% employer match about $303,949 at 4% or $202,633 at 6%; with 100% employer match about $227,962 at 4% or $151,975 at 6%. |
| Speer Financial Inc. 401(K) Profit Sharing Plan | - | 17 | $4,983,846 | $210,028 | $12,355iApproximate average salary by contribution assumption: employee only about $308,865 at 4% or $205,910 at 6%; with 50% employer match about $205,910 at 4% or $137,273 at 6%; with 100% employer match about $154,432 at 4% or $102,955 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 16 | $1,963,547 | $100,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2011 | 2 | 16 | $6,129,564 | $339,319 | $21,207iApproximate average salary by contribution assumption: employee only about $530,186 at 4% or $353,457 at 6%; with 50% employer match about $353,457 at 4% or $235,638 at 6%; with 100% employer match about $265,093 at 4% or $176,729 at 6%. |
| Speer Financial Inc. 401(K) Profit Sharing Plan | - | 16 | $4,181,666 | $239,319 | $14,957iApproximate average salary by contribution assumption: employee only about $373,936 at 4% or $249,291 at 6%; with 50% employer match about $249,291 at 4% or $166,194 at 6%; with 100% employer match about $186,968 at 4% or $124,645 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 15 | $1,947,898 | $100,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2010 | 2 | 16 | $5,894,890 | $282,328 | $17,646iApproximate average salary by contribution assumption: employee only about $441,138 at 4% or $294,092 at 6%; with 50% employer match about $294,092 at 4% or $196,061 at 6%; with 100% employer match about $220,569 at 4% or $147,046 at 6%. |
| Speer Financial Inc. 401(K) Profit Sharing Plan | - | 16 | $4,076,163 | $182,328 | $11,396iApproximate average salary by contribution assumption: employee only about $284,888 at 4% or $189,925 at 6%; with 50% employer match about $189,925 at 4% or $126,617 at 6%; with 100% employer match about $142,444 at 4% or $94,963 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 15 | $1,818,727 | $100,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2009 | 2 | 17 | $5,194,337 | $268,819 | $15,813iApproximate average salary by contribution assumption: employee only about $395,322 at 4% or $263,548 at 6%; with 50% employer match about $263,548 at 4% or $175,699 at 6%; with 100% employer match about $197,661 at 4% or $131,774 at 6%. |
| Speer Financial Inc. 401(K) Profit Sharing Plan | - | 17 | $3,507,488 | $168,819 | $9,931iApproximate average salary by contribution assumption: employee only about $248,263 at 4% or $165,509 at 6%; with 50% employer match about $165,509 at 4% or $110,339 at 6%; with 100% employer match about $124,132 at 4% or $82,754 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 16 | $1,686,849 | $100,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2008 | 2 | 17 | $4,144,609 | $290,439 | $17,085iApproximate average salary by contribution assumption: employee only about $427,116 at 4% or $284,744 at 6%; with 50% employer match about $284,744 at 4% or $189,829 at 6%; with 100% employer match about $213,558 at 4% or $142,372 at 6%. |
| Speer Financial Inc. 401(K) Profit Sharing Plan | - | 17 | $2,667,886 | $195,439 | $11,496iApproximate average salary by contribution assumption: employee only about $287,410 at 4% or $191,607 at 6%; with 50% employer match about $191,607 at 4% or $127,738 at 6%; with 100% employer match about $143,705 at 4% or $95,803 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 16 | $1,476,723 | $95,000 | $5,938iApproximate average salary by contribution assumption: employee only about $148,438 at 4% or $98,958 at 6%; with 50% employer match about $98,958 at 4% or $65,972 at 6%; with 100% employer match about $74,219 at 4% or $49,479 at 6%. |
| 2007 | 3 | 17 | $1,402,858 | $100,000 | $5,882iApproximate average salary by contribution assumption: employee only about $147,059 at 4% or $98,039 at 6%; with 50% employer match about $98,039 at 4% or $65,359 at 6%; with 100% employer match about $73,529 at 4% or $49,020 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 16 | $1,402,858 | $100,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Speer Financial Inc. 401(K) Profit Sharing Plan | - | 17 | - | - | - |
| SPEER FINANCIAL, INC. PENSION PLAN & TRUST | - | 0 | - | - | - |
| 2006 | 3 | 16 | $4,675,333 | $389,825 | $24,364iApproximate average salary by contribution assumption: employee only about $609,102 at 4% or $406,068 at 6%; with 50% employer match about $406,068 at 4% or $270,712 at 6%; with 100% employer match about $304,551 at 4% or $203,034 at 6%. |
| SPEER FINANCIAL, INC. PROFIT SHARING PLAN & TRUST | - | 16 | $2,181,743 | $131,021 | $8,189iApproximate average salary by contribution assumption: employee only about $204,720 at 4% or $136,480 at 6%; with 50% employer match about $136,480 at 4% or $90,987 at 6%; with 100% employer match about $102,360 at 4% or $68,240 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 16 | $1,277,197 | $172,536 | $10,784iApproximate average salary by contribution assumption: employee only about $269,588 at 4% or $179,725 at 6%; with 50% employer match about $179,725 at 4% or $119,817 at 6%; with 100% employer match about $134,794 at 4% or $89,863 at 6%. |
| SPEER FINANCIAL, INC. PENSION PLAN & TRUST | - | 16 | $1,216,393 | $86,268 | $5,392iApproximate average salary by contribution assumption: employee only about $134,794 at 4% or $89,863 at 6%; with 50% employer match about $89,863 at 4% or $59,908 at 6%; with 100% employer match about $67,397 at 4% or $44,931 at 6%. |
| 2005 | 3 | 14 | $3,964,359 | $340,128 | $24,295iApproximate average salary by contribution assumption: employee only about $607,371 at 4% or $404,914 at 6%; with 50% employer match about $404,914 at 4% or $269,943 at 6%; with 100% employer match about $303,686 at 4% or $202,457 at 6%. |
| SPEER FINANCIAL, INC. PROFIT SHARING PLAN & TRUST | - | 14 | $1,771,636 | $87,338 | $6,238iApproximate average salary by contribution assumption: employee only about $155,961 at 4% or $103,974 at 6%; with 50% employer match about $103,974 at 4% or $69,316 at 6%; with 100% employer match about $77,980 at 4% or $51,987 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 14 | $1,179,720 | $180,564 | $12,897iApproximate average salary by contribution assumption: employee only about $322,436 at 4% or $214,957 at 6%; with 50% employer match about $214,957 at 4% or $143,305 at 6%; with 100% employer match about $161,218 at 4% or $107,479 at 6%. |
| SPEER FINANCIAL, INC. PENSION PLAN & TRUST | - | 14 | $1,013,003 | $72,226 | $5,159iApproximate average salary by contribution assumption: employee only about $128,975 at 4% or $85,983 at 6%; with 50% employer match about $85,983 at 4% or $57,322 at 6%; with 100% employer match about $64,488 at 4% or $42,992 at 6%. |
| 2004 | 3 | 15 | $3,422,858 | $288,236 | $19,216iApproximate average salary by contribution assumption: employee only about $480,393 at 4% or $320,262 at 6%; with 50% employer match about $320,262 at 4% or $213,508 at 6%; with 100% employer match about $240,197 at 4% or $160,131 at 6%. |
| SPEER FINANCIAL, INC. PROFIT SHARING PLAN & TRUST | - | 14 | $1,590,376 | $108,088 | $7,721iApproximate average salary by contribution assumption: employee only about $193,014 at 4% or $128,676 at 6%; with 50% employer match about $128,676 at 4% or $85,784 at 6%; with 100% employer match about $96,507 at 4% or $64,338 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 15 | $954,306 | $108,089 | $7,206iApproximate average salary by contribution assumption: employee only about $180,148 at 4% or $120,099 at 6%; with 50% employer match about $120,099 at 4% or $80,066 at 6%; with 100% employer match about $90,074 at 4% or $60,049 at 6%. |
| SPEER FINANCIAL, INC. PENSION PLAN & TRUST | - | 14 | $878,176 | $72,059 | $5,147iApproximate average salary by contribution assumption: employee only about $128,677 at 4% or $85,785 at 6%; with 50% employer match about $85,785 at 4% or $57,190 at 6%; with 100% employer match about $64,338 at 4% or $42,892 at 6%. |
| 2003 | 3 | 13 | $2,826,071 | $297,465 | $22,882iApproximate average salary by contribution assumption: employee only about $572,048 at 4% or $381,365 at 6%; with 50% employer match about $381,365 at 4% or $254,244 at 6%; with 100% employer match about $286,024 at 4% or $190,683 at 6%. |
| SPEER FINANCIAL, INC. PROFIT SHARING PLAN & TRUST | - | 13 | $1,308,518 | $108,812 | $8,370iApproximate average salary by contribution assumption: employee only about $209,254 at 4% or $139,503 at 6%; with 50% employer match about $139,503 at 4% or $93,002 at 6%; with 100% employer match about $104,627 at 4% or $69,751 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 13 | $794,148 | $125,769 | $9,675iApproximate average salary by contribution assumption: employee only about $241,863 at 4% or $161,242 at 6%; with 50% employer match about $161,242 at 4% or $107,495 at 6%; with 100% employer match about $120,932 at 4% or $80,621 at 6%. |
| SPEER FINANCIAL, INC. PENSION PLAN & TRUST | - | 13 | $723,405 | $62,884 | $4,837iApproximate average salary by contribution assumption: employee only about $120,931 at 4% or $80,621 at 6%; with 50% employer match about $80,621 at 4% or $53,747 at 6%; with 100% employer match about $60,465 at 4% or $40,310 at 6%. |
| 2002 | 3 | 12 | $2,159,318 | $239,174 | $19,931iApproximate average salary by contribution assumption: employee only about $498,279 at 4% or $332,186 at 6%; with 50% employer match about $332,186 at 4% or $221,457 at 6%; with 100% employer match about $249,140 at 4% or $166,093 at 6%. |
| SPEER FINANCIAL, INC. PROFIT SHARING PLAN & TRUST | - | 12 | $984,128 | $119,586 | $9,966iApproximate average salary by contribution assumption: employee only about $249,138 at 4% or $166,092 at 6%; with 50% employer match about $166,092 at 4% or $110,728 at 6%; with 100% employer match about $124,569 at 4% or $83,046 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 12 | $630,652 | $59,794 | $4,983iApproximate average salary by contribution assumption: employee only about $124,571 at 4% or $83,047 at 6%; with 50% employer match about $83,047 at 4% or $55,365 at 6%; with 100% employer match about $62,285 at 4% or $41,524 at 6%. |
| SPEER FINANCIAL, INC. PENSION PLAN & TRUST | - | 0 | $544,538 | $59,794 | - |
| 2001 | 3 | 14 | $1,900,832 | $174,721 | $12,480iApproximate average salary by contribution assumption: employee only about $312,002 at 4% or $208,001 at 6%; with 50% employer match about $208,001 at 4% or $138,667 at 6%; with 100% employer match about $156,001 at 4% or $104,001 at 6%. |
| SPEER FINANCIAL, INC. PROFIT SHARING PLAN & TRUST | - | 14 | $976,185 | $81,699 | $5,836iApproximate average salary by contribution assumption: employee only about $145,891 at 4% or $97,261 at 6%; with 50% employer match about $97,261 at 4% or $64,840 at 6%; with 100% employer match about $72,946 at 4% or $48,630 at 6%. |
| SPEER FINANCIAL, INC. PENSION PLAN & TRUST | - | 14 | $541,492 | $45,797 | $3,271iApproximate average salary by contribution assumption: employee only about $81,780 at 4% or $54,520 at 6%; with 50% employer match about $54,520 at 4% or $36,347 at 6%; with 100% employer match about $40,890 at 4% or $27,260 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 14 | $383,155 | $47,225 | $3,373iApproximate average salary by contribution assumption: employee only about $84,330 at 4% or $56,220 at 6%; with 50% employer match about $56,220 at 4% or $37,480 at 6%; with 100% employer match about $42,165 at 4% or $28,110 at 6%. |
| 2000 | 3 | 12 | $1,398,513 | $38,567 | $3,214iApproximate average salary by contribution assumption: employee only about $80,348 at 4% or $53,565 at 6%; with 50% employer match about $53,565 at 4% or $35,710 at 6%; with 100% employer match about $40,174 at 4% or $26,783 at 6%. |
| SPEER FINANCIAL, INC. PROFIT SHARING PLAN & TRUST | - | 12 | $901,926 | - | - |
| SPEER FINANCIAL, INC. PENSION PLAN 0 TRUST | - | 12 | $496,587 | $38,567 | $3,214iApproximate average salary by contribution assumption: employee only about $80,348 at 4% or $53,565 at 6%; with 50% employer match about $53,565 at 4% or $35,710 at 6%; with 100% employer match about $40,174 at 4% or $26,783 at 6%. |
| Speer Financial Inc. Employee Stock Ownership Plan and Trust | - | 12 | - | - | - |